高盛唱多中國股市：未來12個月滬深300指數和MSCI中國指數回報率達16%
包括Timothy Moe在內的高盛策略師在一份最新報告中表示，看好中國和韓國的股市，並預測隨着中國防疫措施的調整和全球基本面的改善，今年表現不佳的亞洲股市在明年將跑贏其他市場。（來源：智通財經APP）
高盛在其亞洲資產配置中維持滬深300指數和MSCI中國指數的“增持”評級。策略師Timothy Moe及其團隊預計，滬深300指數和MSCI中國指數在未來12個月的回報率將達到16%。此外，高盛還將對中國香港股市的評級上調至“持股觀望”，將對韓國股市的評級上調至“增持”。
高盛策略師表示：“在2022年東盟和印度市場表現強勁之後，隨着中國市場的反彈和韓國市場預期中的復甦，亞洲股市的領先地位可能會向北轉移。”他們還表示，2023年第二季度是亞洲股市的一個潛在拐點，因爲屆時隨着美聯儲可能轉向，美元將見頂。
高盛策略師預計，韓國Kospi指數未來12個月將上漲11%，新加坡的基準股指未來12個月可能上漲10%。與此同時，高盛還看衰以下市場，包括：將印尼股市的評級從“增持”下調至“持股觀望”，將對泰國和馬來西亞市場的評級下調至“減持”。
值得注意的是，11月以來，中國股市的漲幅領跑全球，MSCI中國指數在11月已累計上漲了逾24%，而MSCI全球指數漲幅則不到5%。除了高盛之外，多家外資機構也在近期表示看好中國市場。
英國資管公司瀚亞投資((Eastspring Investments)首席投資官Bill Maldonado表示：“最糟糕的情況已經被消化，中國股市有很大的上行空間”。
美國資管巨頭富蘭克林鄧普頓新興市場股票團隊中國股票組合經理Michael Lai表示，中國股票市場中的投資者情緒以及市場整體估值目前已處於歷史低位，低迷的狀態不會持續太久。他表示：“相對於全球其他市場，我們對中國股市在未來可能展現出的投資前景表示樂觀。”
富達國際首席投資官Andrew McCaffery近日表示：“現在是時候抄底中國資產，撿便宜貨了。”他認爲，投資者目前應將全球投資者的情緒與中國經濟的現實區分開，中國正努力推動戰略性行業發展，如基礎設施建設等，這些方向將衍生出衆多投資機會。
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